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Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
-8.19%
1 Year Est. Return
+4.02%
3 Year Est. Return
+40.43%
5 Year Est. Return
+44.7%
10 Year Est. Return
+473.33%
AUM
$4.09B
AUM Growth
-$1.25B
Cap. Flow
-$693M
Cap. Flow %
-16.96%
Top 10 Hldgs %
32.16%
Holding
206
New
18
Increased
65
Reduced
91
Closed
14

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$33.6M
2
KAI icon
Kadant
KAI
+$24.5M
3
WSO icon
Watsco Inc
WSO
+$24.2M
4
APPF icon
AppFolio
APPF
+$16.7M
5
CWST icon
Casella Waste Systems
CWST
+$16.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$68M
2
HEI icon
HEICO Corp
HEI
+$59M
3
FIVE icon
Five Below
FIVE
+$50.7M
4
PAYC icon
Paycom
PAYC
+$47.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8M

Sector Composition

Rank Sector Weight
1 Technology 29.38%
2 Healthcare 19.36%
3 Industrials 18.34%
4 Consumer Discretionary 12.48%
5 Financials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLX icon
101
Sixth Street Specialty
TSLX
$1.79B
$2.64M 0.06%
143,704
+53,766
+60% +$1.06M
SDHY
102
PGIM Short Duration High Yield Opportunities Fund
SDHY
$394M
$2.6M 0.06%
162,514
+10,922
+7% +$179K
JNJ icon
103
Johnson & Johnson
JNJ
$646B
$2.45M 0.06%
10,035
+21
+0.2% +$4.89K
ROK icon
104
Rockwell Automation
ROK
$47.8B
$2.44M 0.06%
6,785
+16
+0.2% +$6.31K
WMT icon
105
Walmart Inc
WMT
$820B
$2.42M 0.06%
19,451
-13,684
-41% -$1.68M
TSM icon
106
TSMC
TSM
$2.17T
$2.39M 0.06%
7,086
-4,657
-40% -$1.6M
ASML icon
107
ASML
ASML
$651B
$2.35M 0.06%
1,781
-1,201
-40% -$1.65M
LEO
108
BNY Mellon Strategic Municipals
LEO
$386M
$2.25M 0.06%
358,313
+36,496
+11% +$233K
PPT
109
Franklin Premier Income Trust
PPT
$330M
$2.25M 0.06%
633,159
+23,733
+4% +$85K
NBB icon
110
Nuveen Taxable Municipal Income Fund
NBB
$454M
$2.21M 0.05%
140,892
+6,047
+4% +$96.1K
JHS
111
John Hancock Income Securities Trust
JHS
$127M
$2.2M 0.05%
200,843
+7,788
+4% +$89.5K
EFX icon
112
Equifax
EFX
$22.8B
$2.09M 0.05%
11,617
+145
+1% +$28.8K
PG icon
113
Procter & Gamble
PG
$334B
$2.08M 0.05%
14,393
+66
+0.5% +$10K
WIW
114
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$509M
$2.07M 0.05%
244,874
+9,244
+4% +$79.5K
ARCC icon
115
Ares Capital
ARCC
$14.3B
$1.99M 0.05%
110,366
+8,515
+8% +$165K
SEVN
116
Seven Hills Realty Trust
SEVN
$172M
$1.99M 0.05%
241,581
+17,170
+8% +$149K
FSSL
117
FS Specialty Lending Fund
FSSL
$889M
$1.98M 0.05%
158,283
+11,860
+8% +$155K
ORCL icon
118
Oracle
ORCL
$435B
$1.97M 0.05%
13,378
+656
+5% +$107K
FSCO
119
FS Credit Opportunities Corp
FSCO
$1.05B
$1.96M 0.05%
385,289
+174,445
+83% +$985K
PGZ
120
Principal Real Estate Income Fund
PGZ
$66.4M
$1.94M 0.05%
202,268
+15,064
+8% +$153K
VFL
121
DELISTED
abrdn National Municipal Income Fund
VFL
$1.93M 0.05%
194,085
+18,933
+11% +$194K
FDUS icon
122
Fidus Investment
FDUS
$748M
$1.91M 0.05%
109,885
+8,307
+8% +$155K
BBN icon
123
BlackRock Taxable Municipal Bond Trust
BBN
$981M
$1.9M 0.05%
117,511
+60,739
+107% +$990K
OPP
124
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$187M
$1.82M 0.04%
237,095
+12,989
+6% +$101K
COST icon
125
Costco
COST
$419B
$1.76M 0.04%
+1,767
New +$1.72M
3 4
5
6 7

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Riverbridge Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Riverbridge Partners held 206 positions worth $4.09B, down 23% from $5.33B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Riverbridge Partners withdrew a net $693M in Q1 2026, closing 14 positions and reducing 91 holdings. Its most notable exit was Clearwater Analytics, an estimated $31.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 34% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Riverbridge Partners opened a new position in AppFolio worth $13.9M.

  • Riverbridge Partners's largest Q1 2026 buy was AppFolio: 88,112 shares worth $13.9M.
  • Riverbridge Partners added most to Linde in Q1 2026, an estimated $33.6M increase.
  • Riverbridge Partners's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $68M.
  • Riverbridge Partners fully exited Clearwater Analytics in Q1 2026, selling an estimated $31.3M.
  • Riverbridge Partners's ten largest holdings make up 32% of its $4.09B portfolio in Q1 2026.
  • Riverbridge Partners opened 18 new positions and closed 14 in Q1 2026.
  • Riverbridge Partners's portfolio value fell 23% quarter-over-quarter to $4.09B.

Based on Riverbridge Partners's 13F filing for Q1 2026, filed 17 Apr 2026.